Form 5500 · Employee benefit plan · PLEASANTON, CA
1ST UNITED CREDIT UNION
1ST UNITED CREDIT UNION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-0335800 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 230 | December | $75,526 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Life, Disability | 165 | December | $30,164 |
| SUTTER HEALTH PLAN | Health | 67 | December | $26,658 |
| VISION SERVICE PLAN | Vision | 156 | December | $1,398 |
| PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD | — | 6 | December | $64 |
Questions
Who is 1ST UNITED CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, 1ST UNITED CREDIT UNION's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does 1ST UNITED CREDIT UNION use?
1ST UNITED CREDIT UNION's benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 5 disclosed carriers.
When does 1ST UNITED CREDIT UNION's group plan renew?
The most recent Schedule A policy period for 1ST UNITED CREDIT UNION ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from 1ST UNITED CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.